Leidos Holdings SEC Filings

Leidos Holdings CEO Thomas Arthur Bell had 2,530 shares of common stock withheld by the company at $148.81 per share to cover his tax obligation from previously reported restricted stock unit awards. This tax-withholding disposition is an administrative, non-market event, and he continues to directly hold 108,696 shares of Leidos common stock afterward.

Leidos Holdings, Inc. EVP and General Counsel Daniel J. Antal reported routine equity compensation and related tax withholding transactions in common stock. On May 3, 2026, an indirect account under the Key Executive Stock Deferral Plan acquired 8.9762 shares at $0.00 per share, described as dividend equivalent rights. The company then withheld 18 shares from the same indirect plan and 188 shares from his direct holdings at $149.23 per share to satisfy tax obligations tied to previously reported restricted stock unit awards. Following these transactions, he held 10,727.9015 indirect shares in the deferral plan and 14,241 direct shares of Leidos common stock. These dispositions are characterized as tax-withholding events rather than open-market sales.

Leidos Holdings, Inc. reported the results of its May 1, 2026 annual stockholder meeting. Stockholders approved the 2026 Omnibus Incentive Plan and the 2026 Employee Stock Purchase Plan, both previously approved by the board, enabling continued use of equity and stock purchase programs.

All nominated directors were elected, with most receiving over 90 million votes in favor; for example, Thomas A. Bell received 92,671,357 votes for versus 1,216,775 against. Stockholders also approved, on a non-binding basis, executive compensation, with 88,904,849 votes for and 4,449,801 against, and ratified Deloitte & Touche LLP as independent auditor with 97,307,718 votes for.

Leidos Holdings director Harry M. Jansen Kraemer Jr. reported updated holdings and a small compensation-related share credit. A holding entry shows he directly owns 93,281 shares of Leidos common stock after the reported date. In addition, 9.7117 shares of common stock were acquired at no cost through dividend equivalent rights and credited indirectly to a Key Executive Stock Deferral Plan, bringing that indirect holding to 129,405.1669 shares. These entries reflect routine administrative updates rather than open‑market buying or selling.

Leidos Holdings reported first-quarter 2026 revenue of $4.4 billion, up 4% year-over-year, with organic growth of 3%. Net income was $335 million, or $2.56 per diluted share, down 8%, mainly due to $39 million of acquisition and joint-venture related costs.

On a non-GAAP basis, net income rose to $408 million and diluted EPS to $3.13, both up 4–5%. Adjusted EBITDA was $614 million with a 14.0% margin. The company closed the Entrust acquisition, announced a security products joint venture, generated $301 million in operating cash flow, and increased full-year 2026 guidance for revenue, non-GAAP EPS, and operating cash flow.

Leidos Holdings Inc is reported as having a significant passive stake: Vanguard Capital Management beneficially owned 9,491,606 shares of common stock, representing 7.53% of the class as of 03/31/2026. The filing shows sole dispositive power over those 9,491,606 shares and sole voting power for 1,230,636 shares.

The disclosure is a Schedule 13G reporting passive beneficial ownership on behalf of Vanguard funds and related advisory entities, signed on 04/30/2026. It lists the aggregate owned shares and the voting/dispositive breakdown but does not state plans to buy or sell.

Leidos Holdings is reshaping its portfolio by forming a new joint venture with Altaris-owned Analogic that combines Leidos’ Security Enterprise Solutions and Industrial Automation businesses with Analogic’s imaging and detection operations. Leidos will contribute subsidiaries holding these assets and receive 41.5% of the JV’s equity, while Altaris affiliates will own 58.5%.

The deal contributes about 1,500 Leidos employees and $625 million in projected 2026 revenue into the JV, which will operate under the Analogic brand and focus on global security screening technologies, including AI-native and 3D imaging solutions. Closing is targeted for the second half of 2026, subject to regulatory approvals, completion of a pre-closing restructuring, and new debt financing at the JV level.

Leidos Holdings is reshaping its portfolio by forming a new joint venture with Altaris-owned Analogic that combines Leidos’ Security Enterprise Solutions and Industrial Automation businesses with Analogic’s imaging and detection operations. Leidos will contribute subsidiaries holding these assets and receive 41.5% of the JV’s equity, while Altaris affiliates will own 58.5%.

The deal contributes about 1,500 Leidos employees and $625 million in projected 2026 revenue into the JV, which will operate under the Analogic brand and focus on global security screening technologies, including AI-native and 3D imaging solutions. Closing is targeted for the second half of 2026, subject to regulatory approvals, completion of a pre-closing restructuring, and new debt financing at the JV level.

KRAEMER HARRY M JANSEN JR reported acquisition or exercise transactions in this Form 4 filing.

Leidos Holdings director Harry M. Jansen Kraemer Jr. received an indirect award of 220.7614 shares of common stock on April 10, 2026. The shares represent a quarterly payment of his Board retainer that he elected to defer under the Leidos Holdings, Inc. Key Executive Stock Deferral Plan.

After this grant, Kraemer’s indirect holdings under the plan total 129,395.4552 shares of Leidos common stock, in addition to 93,281.0000 shares held directly. This filing reflects routine, compensation-related share accumulation rather than an open-market purchase or sale.